Riaan Swart

Senior Wealth Planner at Efficient Wealth (Pty) Ltd

Riaan Swart is currently working as a Senior Wealth Planner at Efficient Wealth (Pty) Ltd, where Riaan provides independent financial advice focusing on retirement and investment planning, estate planning, and insurance. Riaan previously held positions such as Director at STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED, Director at Verso Investment Services, Wealth Manager at Absa Wealth, and Financial Planner at Alexander Forbes. Riaan holds a degree in Electrical Engineering from Rand Afrikaans University, as well as a B. Com in Investment Management and a Diploma in Financial Planning from various universities.

Links

Timeline

  • Senior Wealth Planner

    February, 2023 - present